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Philip Morris
PM

Overview Fund Activity

1,637 hedge funds and large institutions have $131B invested in Philip Morris in 2017 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 530 increasing their positions, 732 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,637
Holders Change
+27
Holders Change %
+1.68%
% of All Funds
40.87%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
2.6%
New
98
Increased
530
Reduced
732
Closed
56
Calls
$656M
Puts
$884M
Net Calls
-$228M
Net Calls Change
+$16.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$349M
2
BlackRock
BlackRock
New York
+$284M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
4
Morgan Stanley
Morgan Stanley
New York
+$254M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$251M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.38B
2
Capital World Investors
Capital World Investors
California
-$350M
3
Bank of America
Bank of America
North Carolina
-$276M
4
Franklin Resources
Franklin Resources
California
-$235M
5
AL
AJO LP
Pennsylvania
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
801
Duncker Streett & Co
Missouri
$1.79M +$1.88K +16 +0.1%
DWM
802
Dorchester Wealth Management
Quebec, Canada
$1.79M -$106K -900 -6%
MC
803
Moors & Cabot
Massachusetts
$1.79M +$51.3K +437 +3%
GAM
804
Gotham Asset Management
New York
$1.78M -$13.9M -118,178 -89%
SC
805
SouthState Corp
Florida
$1.77M +$6.7K +57 +0.4%
LF
806
Lee Financial
Texas
$1.77M +$283K +2,409 +19%
SCA
807
Snowden Capital Advisors
New York
$1.76M +$131K +1,114 +8%
PWW
808
Pettyjohn Wood & White
Virginia
$1.75M – – –
FNB
809
Farmers National Bank
Kentucky
$1.75M -$195K -1,664 -10%
BAM
810
Barrett Asset Management
New York
$1.74M -$5.87K -50 -0.3%
ST
811
Sentinel Trust
Texas
$1.73M – – –
NSIM
812
North Star Investment Management
Illinois
$1.73M +$11.7K +100 +0.7%
VAS
813
Valicenti Advisory Services
New York
$1.72M +$2.12K +18 +0.1%
DAM
814
Delta Asset Management
Tennessee
$1.71M +$2.94K +25 +0.2%
KCM
815
Karp Capital Management
California
$1.71M +$179K +1,526 +12%
WCM
816
Wunderlich Capital Managemnt
Tennessee
$1.71M -$40.3K -343 -2%
WHRC
817
W.H. Reaves & Co
New Jersey
$1.71M – – –
NRS
818
Neville Rodie & Shaw
New York
$1.7M -$11.7K -100 -0.7%
SC
819
Scotia Capital
Ontario, Canada
$1.7M -$58.4K -497 -3%
WSTAM
820
Wilbanks Smith & Thomas Asset Management
Virginia
$1.7M +$5.99K +51 +0.4%
MCM
821
MAI Capital Management
Ohio
$1.7M +$61.1K +520 +4%
RWA
822
Ropes Wealth Advisors
Massachusetts
$1.7M +$12.5K +106 +0.7%
Fisher Asset Management
823
Fisher Asset Management
Washington
$1.7M +$96.1K +818 +6%
MCM
824
Monarch Capital Management
Indiana
$1.69M -$3.45M -29,379 -67%
AC
825
Addison Capital
Pennsylvania
$1.69M -$101K -860 -6%
31 32
33
34 35